Legacy Wealth Asset Management, LLC

Q3 2025 13F Holdings

  • Location
    woodbury, MN
  • Num holdings

    359

  • Value ($000)

    $411,514

  • Date Filed
    10/14/2025
  • Form type
    13F-HR
  • CIK
    0001846151
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
F
FBTC

FIDELITY WISE ORIGIN BITCOIN

SHS
315948109
$30.77M
8 %

308,246

M
MLPA

GLOBAL X FDS

GLBL X MLP ETF
37954Y343
$10.40M
3 %

214,685

W
WWJD

NORTHERN LTS FD TR IV

INSPIRE INTL ETF
66538H419
$9.07M
2 %

257,218

T
TFLO

ISHARES TR

TRS FLT RT BD
46434V860
$8.94M
2 %

176,734

P
PTL

NORTHERN LTS FD TR IV

INSPIRE 500 ETF
66537J796
$6.56M
2 %

26,314

---

STRATEGY SHS

EVENTIDE US MRKT
86280R787
$6.21M
2 %

228,344

G
GBTC

GRAYSCALE BITCOIN TRUST ETF

SHS REP COM UT
389637109
$5.73M
1 %

63,833

A
AVGO

BROADCOM INC

COM
11135F101
$5.63M
1 %

17,055

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$5.32M
1 %

28,490

A
AAPL

APPLE INC

COM
037833100
$5.12M
1 %

20,120

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